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Dimensional US Core Equity 1 ETF

98 hedge funds and large institutions have $548M invested in Dimensional US Core Equity 1 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
18
Increased
61
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SHFA
26
SC&H Financial Advisors
Maryland
$3.96M 62,595 +28,055 +81%
CWP
27
Cyndeo Wealth Partners
Florida
$3.92M 61,924 +61,924 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$3.8M 60,000 -40,000 -40%
CPWM
29
Cypress Point Wealth Management
Texas
$3.48M 55,000 +16,119 +41%
Truist Financial
30
Truist Financial
North Carolina
$3.42M 54,016 +843 +2%
MCM
31
Morton Capital Management
California
$3.29M 51,964 +24,894 +92%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.25M 51,356 +10,836 +27%
RA
33
RFG Advisory
Alabama
$3.11M 49,024 +3,474 +8%
TC
34
TownSquare Capital
Utah
$2.77M 43,659 +2,247 +5%
GF
35
Goodman Financial
Texas
$2.61M 41,262
FWM
36
FMB Wealth Management
California
$2.59M 40,862 +9,459 +30%
FFA
37
Farther Finance Advisors
California
$2.01M 31,721 +7,251 +30%
IAG
38
Investment Advisory Group
Massachusetts
$1.88M 29,747 +10 +0%
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.7M 26,847 +26,847 New
CW
40
CreativeOne Wealth
Kansas
$1.69M 26,759 +11,652 +77%
Mariner
41
Mariner
Kansas
$1.68M 26,573 +13,341 +101%
PAG
42
Private Advisor Group
New Jersey
$1.67M 26,368 +20,867 +379%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$1.59M 25,043 +18,196 +266%
MWM
44
Modera Wealth Management
New Jersey
$1.42M 22,405 +24 +0.1%
TI
45
Truepoint Inc
Ohio
$1.41M 22,308 +5,441 +32%
KAS
46
Kestra Advisory Services
Texas
$1.3M 20,469 +8,032 +65%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$1.24M 19,584 -212 -1%
IA
48
IFP Advisors
Florida
$1.15M 18,178 +10,667 +142%
LI
49
LRI Investments
Florida
$1.13M 17,208 +3,240 +23%
WANY
50
Wealthspire Advisors (New York)
New York
$1.13M 17,832 +17,832 New